HF
YGLD

Holcombe Financial’s Simplify Gold Strategy ETF YGLD Stock Holding History

Holcombe Financial’s Portfolio YGLD Stock Details YGLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$701K Buy
22,276
+1,096
+5% +$41.6K 0.4% 28
2026
Q1 		$846K Buy
+21,180
New +$1.01M 0.5% 24

Other funds holding YGLD

RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
CA
Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return
JMBAI
J. M. Brown & Associates Inc. Tulsa, Oklahoma $175M AUM
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
RFA
Reyes Financial Architecture San Diego, California $179M AUM 31.17% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Holcombe Financial's YGLD Position: Q2 2026 in Review

Holcombe Financial increased its Simplify Gold Strategy ETF (YGLD) stake by 5.2% in Q2 2026, buying an estimated $41.6K and bringing the position to 22,276 shares worth $701K. The position accounts for 0.4% of the portfolio, ranked #28.

Holcombe Financial first reported a position in YGLD in Q1 2026 and has held it in 2 quarters since. The position peaked at $846K in Q1 2026. 9 funds tracked by Wall St. Rank hold YGLD as of Q2 2026.

  • Holcombe Financial held 22,276 shares of Simplify Gold Strategy ETF worth $701K as of Q2 2026.
  • Holcombe Financial bought 1,096 Simplify Gold Strategy ETF shares in Q2 2026, an estimated $41.6K.
  • Simplify Gold Strategy ETF made up 0.4% of Holcombe Financial's portfolio in Q2 2026, its #28 holding.
  • Holcombe Financial first reported a position in Simplify Gold Strategy ETF in Q1 2026 and has held it in 2 quarters since.
  • Holcombe Financial's Simplify Gold Strategy ETF position peaked at $846K in Q1 2026.
  • 9 funds tracked by Wall St. Rank held Simplify Gold Strategy ETF as of Q2 2026.

Based on Holcombe Financial's 13F filing for Q2 2026, filed 13 Jul 2026.